To The Moon

$Western Digital(WDC)$  This is exactly what I was talking about. It's one of just four stocks where I bought the dip recently. Appreciate the pullback.

$Western Digital(WDC)$ $SK hynix(SKHY)$ $SanDisk Corp.(SNDK)$ $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ $Micron Technology(MU)$ Memory and storage has been holding up pretty well so far.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Roundhill Memory ETF(DRAM)$ $SK hynix(SKHY)$ $Western Digital(WDC)$ $Micron Technology(MU)$ Micron's Chief Business Officer confirmed they've essentially killed the traditional memory cycle. Customers got so anxious about securing multi-year AI-related supply that Micron pioneered Strategic Customer Agreements, binding 3-5 year LTAs with floor pricing. They were the first in the industry to work on this with customers, and they believe they've signed the most SCAs.

$SanDisk Corp.(SNDK)$ There's an investor day and a major announcement scheduled for this morning, which looks like a big moment both for the company and the broader space. The setup feels very bullish.

$Western Digital(WDC)$  Volume came in at just 1.4 million after the bell, same pattern as the last two days. Feels like they are slowly walking it back toward 500.

$Western Digital(WDC)$ Our upcoming and cutting-edge technology revenue suggests we should be at a higher market cap than Seagate. We have less debt, are still in turnaround status, and surpass Seagate revenues with the best technology, including the superior upcoming High Bandwidth Technology that solidifies our position as the top HDD AI company. So we should be trading about 25% higher, or roughly $112 higher right now. That would put it above $572.

$Western Digital(WDC)$ The crowd seems to want this at 500 and isn't selling before that. We're moving up on volume, and it looks like they're walking it up. Make them pay the price.

$Western Digital(WDC)$ A million in volume during the regular session sends it flying, like what we saw Monday, but those after-hours million-volume prints don't have the same effect. Pretty clean timing on the entry. That's also two days in a row now where a 1 million volume candle shows up right at 4 pm.

$Western Digital(WDC)$ CRWV and SMCI seem to be giving pretty clear signals on AI data center demand, along with all the infrastructure that feeds into them.

$Western Digital(WDC)$ WDC at $440 per share, Sandisk at $1,375. SNDK will probably climb to $2,000 over the next few months, possibly as soon as Dec. 2026. WDC, if it gets lucky, might break to $500 by Dec. 2026.